NEW Save and earn interest on your trust accounts with Cash Reserve.
Grow your trust account savings with a high-yield cash account that earns 4.50%* (variable) on every dollar. That's nearly 10x the national average.** And best of all, you can rest easy knowing your money is FDIC† insured with our program banks.
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Simple signup.
Setting up a trust account with Betterment is quick and can be done entirely online.
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Smart cash flow management.
Deposits and reinvested dividends are used to automatically rebalance your portfolio, which can help minimize taxes.
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Diversified investment strategies.
Choose to invest your trust in any of our risk-adjusted, globally diversified portfolios comprised of low-cost ETFs.
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Track your returns.
Use performance graphing and visualization tools to understand the long-term potential returns of your trust account across all your beneficiaries.
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Clear statements.
Track your account activity, quarterly statements, and annual tax forms online, all in one easy-to-use dashboard.
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Full visibility, full transparency.
Betterment provides all the tools you need to maintain portfolio visibility, as well as our methodology for choosing each of the ETFs held in your portfolio.